Customization Directories for EFT

You can use Sage 300 Customization Directories in EFT. Refer to Sage 300 documentation for details.

Steps to setup

You can use customization directories to store User Formats and custom forms. This is particular useful when upgrading of moving the install to a new server.

For User Formats

  1. In Administrative Services > Customization Directories create a "Custom" Directory for EFT Processing

  2. Inside the "CUSTOM " directory create a folder for the version of Sage 300 you are running, named ELXXA : e.g. "C:\Sage\Sage300\CUSTOM\EL71A" for version 2024

  3. Copy the userformats.ini file in that directory.

For custom reports:

  1. Create a "Custom" Directory for EFT Processing to locate customized reports

  2. Create a custom directory:    e.g "C:\Sage\Sage300\CUSTOM"

  3. Inside the "CUSTOM " directory create a folder for the EFT version you are running: named "EL71A"

  4. Inside the "EL71A" directory create a folder named "ENG"

  5. Place all custom reports inside this folder

Example:      Create this folder to store custom reports and custom forms for remittance advices. C:\Sage\Sage300\CUSTOM\EL71A\ENG\CustomReport.rpt